Directline Assurance Company Limited
Vacancy Advertisement
We are looking for a motivated and
qualified professional to fill the position of Customer
Service Assistant (Accounts).
Overall Purpose of the Job: Responsible for receipt of premium, underwriting risk as
requested by the customer in application of the company standard operating
procedures, posting all customer transactions and offering quality customer
service.
Key Roles and Responsibilities
·
Understanding the requirements of the
customers and assisting them fill the appropriate policy documents and proposal
forms/endorsements.
·
Confirming that the proposal form is
correctly filled out, signed and all necessary documents are attached.
·
Posting of the proposal form details
or vehicle registration for endorsement and printing endorsement request for
customer’s signature.
·
Receipting of excess, intermediary
payments and other receipts and ensuring any other exceptional item on the form
is duly filled and signed.
·
Stating to the customer the premium
payment, collecting and ensuring that the payment is correct.
·
Issuance of receipt, policy
documents, change and certificate to customer.
·
Following-up and calling assigned
intermediaries/insured and reminding them of their pending short period
extension.
·
Printing and posting renewal notices
for annual insurance policies.
·
Responding to customer inquiries
and/or complaints
·
Assisting customers with
product/company information and providing information on claim status
·
Processing commission requests from
the sales team
Handling both inbound and outbound calls within an acceptable time period
Handling both inbound and outbound calls within an acceptable time period
·
Compliance and adherence to the
Underwriting Standard Operating procedures.
·
Any other duties that may be assigned
from time to time.
Person Specifications
Academic / Professional
Qualifications
·
Degree and/or Diploma in
Insurance/Sales or Business related field.
·
Certificate of Proficiency in
insurance is desirable
·
Minimum CPA Section 4
Experience
·
At least 2 years’ working experience
preferably within an Insurance Company OR Intermediary.
·
Experience in dealing with PSV will
be an added advantage.
Skills and Attributes
·
High level of integrity; able to
maintain utmost confidentiality of information in their possession
·
Excellent negotiation, presentation
and interpersonal skills
·
Excellent client relationship skills
with the ability to handle complaints & difficult situations in a tactful
manner
·
Have great attention to detail
·
Able to work as part of a team
·
Working knowledge of spreadsheets or
accounting software
Application Instructions
If you qualify for the above
advertised role, kindly send us a detailed CV and Application Letter clearly
demonstrating your fit as per the roles & responsibilities and the person
specifications (academic / professional qualifications, experience, skills
& attributes) listed above.
Applications that do not conform to
the Application Instructions will not be considered.
Kindly send your application
documents to human.resource@directline.co.ke to reach us on or before 5.00pm
Friday, 24th January 2020.